HoldingsChannel.com
Jag Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Microsoft Corporation 287,049 -16,556 $39,909
     MSFT287,049-16,556$39,909
Amazon.com Inc. 17,812 -1,099 $30,920
     AMZN17,812-1,099$30,920
PayPal Hldgs Inc 269,691 -8,422 $27,938
     PYPL269,691-8,422$27,938
Lululemon Athletica Inc. 133,472 -4,991 $25,698
     LULU133,472-4,991$25,698
Adobe Inc 92,434 -4,617 $25,535
     ADBE92,434-4,617$25,535
Applied Materials Inc. 464,733 -58,786 $23,190
     AMAT464,733-58,786$23,190
ServiceNow Inc 87,165 -6,406 $22,127
     NOW87,165-6,406$22,127
CoStar Group Inc 37,124 +6,860 $22,022
     CSGP37,124+6,860$22,022
Starbucks Corporation 238,974 -25,764 $21,130
     SBUX238,974-25,764$21,130
Salesforce.com Inc 137,821 -13,991 $20,458
     CRM137,821-13,991$20,458
Ciena Corporation 503,467 +158,681 $19,751
     CIEN503,467+158,681$19,751
Visa Inc. Class A 112,790 -10,482 $19,401
     V112,790-10,482$19,401
Estee Lauder Companies Inc. Cl A 93,753 -6,524 $18,652
     EL93,753-6,524$18,652
IQVIA Hldgs Inc 118,326 -6,703 $17,676
     IQV118,326-6,703$17,676
Roper Industries Inc. New Com 49,138 +14,823 $17,523
     ROP49,138+14,823$17,523
Sherwin Williams Co 31,805 -654 $17,489
     SHW31,805-654$17,489
Idexx Laboratories Corp. 62,560 +47,121 $17,011
     IDXX62,560+47,121$17,011
Progressive Corp OH 219,900 -15,702 $16,987
     PGR219,900-15,702$16,987
Take Two Interactive Software Inc. 126,171 +6,928 $15,814
     TTWO126,171+6,928$15,814
IHS Markit Ltd Shs 225,963 +161,127 $15,112
     INFO225,963+161,127$15,112
Twitter Inc 365,023 +322,465 $15,039
     TWTR365,023+322,465$15,039
Thermo Fisher Scientific Inc 50,570 +34,799 $14,729
     TMO50,570+34,799$14,729
Zoetis Inc Cl A 114,385 +86,376 $14,251
     ZTS114,385+86,376$14,251
Disney Walt Co. 108,497 +84,758 $14,139
     DIS108,497+84,758$14,139
Nvidia Corp. 80,345 +80,345 $13,986
     NVDA80,345+80,345$13,986
Carlisle Companies Inc 95,019 -7,928 $13,829
     CSL95,019-7,928$13,829
Garmin Ltd. 161,494 -10,295 $13,677
     GRMN161,494-10,295$13,677
MasterCard Inc Class A 47,929 +2,310 $13,016
     MA47,929+2,310$13,016
Twilio Inc Cl A 116,954 -19,306 $12,860
     TWLO116,954-19,306$12,860
Splunk Inc 107,234 -62,516 $12,638
     SPLK107,234-62,516$12,638
Veeva Sys Inc Cl A 82,293 -78,945 $12,565
     VEEV82,293-78,945$12,565
Chipotle Mexican Grill Inc 14,020 +14,020 $11,784
     CMG14,020+14,020$11,784
Activision Blizzard Inc. 200,421 +200,421 $10,606
     ATVI200,421+200,421$10,606
Insulet Corp. 63,940 +63,940 $10,546
     PODD63,940+63,940$10,546
Xylem Inc 112,705 -135,869 $8,974
     XYL112,705-135,869$8,974
Apple Inc 39,174 +307 $8,774
     AAPL39,174+307$8,774
Marvell Technology Group Ltd 332,598 -29,029 $8,305
     MRVL332,598-29,029$8,305
S&P Global Inc 20,741 +2,960 $5,081
     SPGI20,741+2,960$5,081
Edwards Lifesciences Corp. 18,975 UNCH $4,173
     EW18,975UNCH$4,173
FleetCor Technologies Inc 14,353 -135 $4,116
     FLT14,353-135$4,116
Bright Horizons Family 26,964 +1,655 $4,112
     BFAM26,964+1,655$4,112
Live Nation Entmt Inc 61,664 +25 $4,091
     LYV61,664+25$4,091
Intuitive Surgical Inc 7,130 -65 $3,850
     ISRG7,130-65$3,850
American Tower REIT 17,191 +81 $3,801
     AMT17,191+81$3,801
Ecolab Inc 19,139 -274 $3,790
     ECL19,139-274$3,790
Alphabet Inc Class C 2,988 +447 $3,642
     GOOG2,988+447$3,642
Gartner Inc 25,414 +4,220 $3,634
     IT25,414+4,220$3,634
Fiserv Inc 30,737 +2,406 $3,184
     FISV30,737+2,406$3,184
SBA Communications Corp New Cl A 12,099 +1,017 $2,918
     SBAC12,099+1,017$2,918
Cintas Corp 10,700 +1,505 $2,869
     CTAS10,700+1,505$2,869

See Full List: All Stocks Held By Jag Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Jag Capital Management LLC

Size ($ in 1000's)
At 09/30/2019: $828,109
At 06/30/2019: $886,188

Jag Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jag Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Jag Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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